Conduct押注AI代理能运行不透明的企业系统；SAP参与6000万美元A轮融资

做的是什么生意

Conduct builds an AI operating system that ingests custom code, configuration, dependencies and integrations across SAP, Salesforce, Oracle, MES and WMS systems and maps them to the business logic they serve, then generates the code and tests needed to change them.

启动资金：$60M Series A co-led by Index Ventures and ICONIQ Growth, with strategic investment from SAP and participation from Creandum, Lucid Capital and Booom.

起因

Former Palantir engineers Jan Philipp Haas, Philipp Hoefer and Henry Thompson founded Conduct in London in 2024 after watching large enterprises take weeks or months to change systems so customised they had become opaque even to the people running them.

经过

The platform ingested custom code, configuration, dependencies and integrations, mapping technical components to the business logic they serve. Conduct signed customers including Daimler Truck, Heidelberg Materials, Fraport and DHL, and reported that teams saw 30% or more acceleration in transformation workstreams. SAP named Conduct a strategic AI partner for transformation with SAP Cloud ERP applications, invested in the Series A, and Conduct added partnerships with BCG and NTT DATA Business Solutions.

结果

Still scaling: the June 2026 Series A funds expansion of engineering and go-to-market teams, deepening SAP capabilities and extending work across Salesforce, Oracle, MES and WMS systems.

可借鉴之处

不被关注的瓶颈便是市场：谁让数十年的定制企业代码变得可读，谁就成为AI代理和转型顾问依赖的一层。